Filed June 4, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $461,322 |
Filed as: SILCHESTER INTERNATIONAL Service code 50 · EIN 36-7045783 | Direct Payment | $311,868 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $120,132 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 50 · EIN 04-2927339 | Direct Payment | $103,120 |
MONDRIAN INVESTMENT GROUP4+ years Service code 50 · EIN 56-2475915 | Direct Payment | $97,087 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 50 · EIN 25-1233834 | Direct Payment | $97,021 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $49,150 |
BOSTON PARTNERS3 years Filed as: THE BOSTON COMPANY MANAGEMENT Service code 50 · EIN 04-3404987 | Direct Payment | $29,920 |
STATE STREET GLOBAL ADVISORS4+ years Service code 50 · EIN 04-1867445 | Direct Payment | $29,917 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 12.26% | 21.31%-9.1pp | -100.31%+112.6pp | 53.27%-41.0pp |
| Employer contribution / active EE | $0 | $7,169-100.0% | $18,686-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |